Going Beyond The Markets In 2024
Acquiring knowledge on how to master the markets whether it’s a bull or bear™ is paramount whether you’re an experienced investor or investing with an advisor / wealth manager. To protect your wealth, amplify your impact and create generational legacies, understand what shifts may be necessary to secure a stronger strategic asset allocation personalized for your unique needs.
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“The more knowledge you acquire on protecting your wealth, the easier access you have to amplify your impact, even if you work with an advisor.”
– The Visionary Investor Team

Figure 1: U.S. stock market, warnings and recessions, 1962-2023

Source: Monthly S&P 500 returns from 1962-2023, First neg. spread warning shown as inverted yield curve using 10 year Treasury minus 3 month T-Bill (Federal Reserve Bank of St. Louis), recessions denoted by shaded grey area (National Bureau of Economic Research 2023), research and chart by The Visionary Investor
Take control of your wealth even if someone you trust is managing it for you. Learning the key elements of portfolio optimization and inevitable market cycles will allow you to lead conversations with your advisor on how to best protect your wealth. History of the past 8 U.S. Recessions dating back to the 1960s, illustrates a stronger need for informed strategic asset allocation.
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Why Study Past Recessions in 2024?
On average, during the 8 recessions dating back to 1969, the overall stock market (viewed as the S&P 500) has decreased 23.8% from the start of the recession to its low point on a monthly basis. While these 8 economic downturns have been unique, they share similar patterns often overlooked by many professionals, advisors and wealth managers. To protect your wealth, I encourage you to explore these insights further.
Figure 2: Decline during past 8 recessions in overall U.S. stock market (%), 1969-2023

Source: Monthly S&P 500 returns from 1969-2020, decline based on S&P 500 closing price from recession start to low point during recession on monthly basis, recession year start date retrieved from NBER (National Bureau of Economic Research 2023), research and chart by The Visionary Investor
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